07.18.2022
2022 Investment Symposium
Friday, September 23, 2022 8:00 AM…
On June 7th and 8th, David H. Smith, CFA will be speaking at the National Association of State Treasurers’ 2022 Treasury Management Training Symposium (TMTS) in San Antonio, Texas.
Dave will be speaking on two panels at TMTS. On Tuesday, he’ll join “Understanding, Tracking, and Communicating the Major Market Themes of 2022: Geopolitical Volatility, Inflation, and Rising Interest Rates,” covering the three major market themes of 2022 for professionals with a wide range of roles within the 529 world. Attendees will gain a better understanding of each theme as well as how best to communicate details to 529 plan participants. On Wednesday, he’ll join “ABLE INVESTMENT STRUCTURES: Does Your 2016 Design Still Work Today?” and discuss current ABLE investment philosophy and structure, and share new disability consumer data to help consider and prepare for the future of ABLE investment portfolio design. Panelists will overview how strategies, portfolio line-ups, and other considerations have changed in the nearly six years since the first ABLE program launched.
The National Association of State Treasurers serves as the nation’s foremost authority for responsible state treasury programs and related financial practices, policies, and education. For more information, visit the event webpage.
07.14.2022
On Thursday, July 28th, David Hernandez, CFA will be speaking at the 2022 Diversity in Investments Forum hosted…
06.29.2022
On Tuesday, July 26th, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of Country Controllers’…
05.26.2022
On Wednesday, June 8th, Lee H. Martin, Ph. D., and Sarah E.R. Wilson will be speaking…
04.15.2022
On Thursday, May 5th, Patrick Wing, CFA, CIPM and William Torre, Jr., CFA,…
02.04.2022
On Wednesday, March 23rd, Kweku Obed will be speaking at the Thirteenth Annual Georgia Association of…
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